Artikel von Jörg Meyer
Jörg Meyer is a graduate economist and has been involved with the stock market since 2001. Since 2005, he has been a trader focusing on American and German stocks. He follows a technical-fundamental approach to identify the best stories and trading ideas. At TraderFox, he is responsible for the flagship trading offering "Trading Room" as well as the sections "Germany/Europe" and "USA".
Latest from Jörg Meyer
Basler and Elmos: Two German Small-Cap Favorites for the AI and Robotics Boom
Currently, the setup of two of my German small-cap favorites is improving. Basler and Elmos combine operational...
2G Energy: Two Quarters with Over 400 Million Euros in Order Intake Each - Revenue Forecast Now Rising to Up to 850 Million Euros by 2028
2G Energy (i) has generated positive headlines with today’s half-year figures, especially regarding...
Corning: Over 3 Billion USD Contract from AT&T - The AI Boom Now Engulfs Fiber Networks
AT&T and Corning are expanding their collaboration. The announced scope is over 3 billion USD. The...
Microsoft: I have increased my position - AI agents are igniting the next revenue lever for Copilot and Azure
I have increased my position in Microsoft (i) because my thesis about the agent era is increasingly being...
Secunet Security: Bundeswehr, Cyberdome, and AI – Three Drivers for Growth Surge from 2027
At Secunet Security, our investment story is gaining momentum. The stock is up about 7%, and our model...
Sartorius Vz: JPMorgan expects an outperformance of the Q3 forecast – AI labs open up the next growth opportunity
At Sartorius Vz., short-term better operational expectations meet a long-term exciting AI story. JPMorgan...
Microsoft: Copilot Becomes the Operating System for Work - Autonomous AI Agents Open a New Revenue Dimension
Microsoft is expanding Copilot with Home, Code, and Autopilot into a central working platform for humans...
Proto Labs: My New Shovel Seller for the Humanoid Boom
We are focusing on humanoids in our model portfolios because I see it as one of the next major volume...
After Orbital Data Centers, Space Manufacturing: SpaceX Taps Into the Next Starship Billion-Dollar Market
After Starlink and orbital AI data centers, SpaceX (i) is already set to target the next Starship market:...
Twist Bioscience: AI Designs Increasingly More Proteins - This DNA Specialist Provides the Shovels for the Biotech Boom
AI is increasingly able to digitally design protein and DNA sequences. However, every promising sequence...
Tower Semiconductor: The AI optics boom reaches the chip factories - Mizuho sees 8.5 billion USD market potential
Mizuho initiates coverage on Tower Semiconductor with Outperform and a price target of 300 USD - representing...
Alphabet: Google Sends Its AI Chips into Space - the Race for Orbital Data Centers Begins on October 1
On October 1, Google will launch a refrigerator-sized test satellite equipped with four of its own...
Sartorius VZ: My German Favorite for the AI Laboratories of the Future
Sartorius is one of the most exciting German beneficiaries of the biotech AI revolution for me, as the...
Here are two Biotech Stocks Where Goldman Sachs now Sees Around 50% Upside Potential!
We see the biotech AI revolution as one of the next major innovation drivers in the healthcare sector....
Twilio: Not Humans, but AI Agents Drive the Flow of Messages – New Growth Story for the Stock
Twilio is becoming one of the most exciting beneficiaries of the new wave of AI agents, aside from data...
Secunet Security: A Major Contract from the German Armed Forces for Encryption is on the Horizon – Already +32% in our Portfolio after Two Weeks
With stocks like Dell (+678 %), Intel (i) (+442 %), 2G Energy (i) (+160 %), and Robinhood (+200 %), we...
Apple: No Ongoing Token Costs - the Mac Becomes an Alternative to AI Cloud
Apple positions its most powerful Macs as an alternative to rented AI computing power in the cloud....
2G Energy: New 275 MW Order - the Data Center Story Now Extends to 2028
At 2G Energy (i) - which we have in our portfolio with +160% - the next major order confirms that the...
Qualcomm: Inference Is Now King – the New Snapdragon Makes the Smartphone a Personal AI Computing Center
Qualcomm declares the "agentic era" open and introduces two new 2nm Snapdragon platforms specifically...
Lam Research: NAND Becomes Scarce - After the 30% Correction, the Equipment Beneficiary is Interesting Again
At Lam Research, I see the next AI-driven growth driver emerging after HBM and DRAM: NAND storage is...